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Carla McCabe

Results-oriented executive with a proven track record of creative problem solving and revenue growth. My passion is working with business owners/financial Advisors to improve the profitability, stability, and sustainability of their Firms utilizing process-driven decision making.

Posts By Carla McCabe

Buying a Financial Advisory Firm? Consid...

Carla McCabe   |     23, Oct 2019

Key Performance Indicators: Actionable A...

Carla McCabe   |     21, Oct 2019

Understanding the Truelytics Discounted ...

Carla McCabe   |     28, Aug 2019

Understanding Addbacks and Adjustments

Carla McCabe   |     08, Jul 2019

Bridging the Valuation Expectation Gap

Carla McCabe   |     20, Jun 2019

The Future of Valuations in Wealth Manag...

Carla McCabe   |     14, May 2019

Using Truelytics’ preEVAL™

Carla McCabe   |     04, May 2019

Earning My Certified Valuation Analyst C...

Carla McCabe   |     03, May 2019

Succession: The Pitfalls of Improper Pla...

Carla McCabe   |     24, Nov 2018


The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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